Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 0.67%
2 SQLV 0.39%
3 TXSS 0.30%
4 SFLO 0.17%
5 VFVA 0.05%
6 QSML 0.04%
7 IWC 0.04%
8 BBSC 0.03%
9 AVSC 0.02%
10 EES 0.02%
11 FDIS 0.01%
12 EBIT 0.01%
13 IWO 0.01%
14 VTWO 0.01%
15 VCR 0.01%
16 VTWG 0.01%
17 PRFZ 0.01%
18 DFAS 0.01%
19 RSSL 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 13.11M (47.37%) 0.00
Increased by 0.00%
Dec 31, 25
2 Champlain Investment Partners, LLC 3.74M (13.50%) -7.59K
Decreased by -0.20%
Jun 30, 24
3 Massachusetts Financial Services Company 3.33M (12.05%) 155.88K
Increased by +4.67%
Sep 30, 24
4 Wellington Management Company LLP 3.24M (11.72%) -9.40K
Decreased by -0.29%
Jun 30, 24
5 FMR Inc 2.56M (9.24%) -635.30K
Decreased by -24.85%
Mar 31, 25
6 Fidelity Management and Research Company 2.56M (9.24%) -635.30K
Decreased by -24.85%
Mar 31, 25
7 American Century Companies Inc 2.40M (8.67%) -388.20K
Decreased by -16.18%
Jun 30, 24
8 BlackRock Inc 2.35M (8.48%) -88.55K
Decreased by -3.77%
Sep 30, 25
9 AllianceBernstein L.P. 2.17M (7.85%) -339.69K
Decreased by -15.63%
Dec 31, 23
10 Ararat Capital Management, LP 2.14M (7.73%) -974.07K
Decreased by -45.50%
Dec 31, 25
11 MIG Capital, LLC 2.06M (7.43%) 816.66K
Increased by +39.70%
Jun 30, 25
12 Southpoint Capital Advisors LP 2.00M (7.23%) 100.00K
Increased by +5.00%
Sep 30, 24
13 BAMCO Inc 2.00M (7.23%) -1.26M
Decreased by -63.25%
Jun 30, 24
14 Vanguard Group Inc 1.94M (7.02%) 40.06K
Increased by +2.06%
Dec 31, 25
15 D. E. Shaw & Co LP 1.82M (6.59%) -93.94K
Decreased by -5.15%
Dec 31, 25
16 Veradace Capital Management LLC 1.81M (6.55%) 1.81M
Increased by +100.00%
Dec 31, 25
17 Hillsdale Investment Management Inc. 1.41M (5.08%) 16.83K
Increased by +1.20%
Dec 31, 25
18 TimesSquare Capital Management, LLC 1.17M (4.23%) -38.35K
Decreased by -3.27%
Jun 30, 24
19 The Goldman Sachs Group Inc 910.64K (3.29%) 121.14K
Increased by +13.30%
Sep 30, 25
20 CenterBook Partners LP 814.17K (2.94%) 100.45K
Increased by +12.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 2.08M (7.50%) -729.23K
Decreased by -35.12%
Jul 31, 24
2 American Century Small Cap Growth Inv 2.06M (7.46%) -9.18K
Decreased by -0.44%
Jun 30, 24
3 American Century U.S. Small Cap Growth 2.06M (7.46%) -9.18K
Decreased by -0.44%
Jun 30, 24
4 MFS New Discovery I 2.05M (7.40%) 0.00
Increased by 0.00%
Oct 31, 24
5 Baron Small Cap Retail 2.00M (7.23%) -1.26M
Decreased by -63.25%
Jun 30, 24
6 Baron Opp. Small Cap Growth Strategy 2.00M (7.23%) -1.26M
Decreased by -63.25%
Jun 30, 24
7 Champlain Small Company Adv 1.53M (5.55%) 0.00
Increased by 0.00%
Jun 30, 24
8 AB Small Cap Growth A 1.24M (4.47%) -19.13K
Decreased by -1.55%
Dec 31, 23
9 FIAM Small Cap Core CIT Cl B 989.88K (3.58%) -410.52K
Decreased by -41.47%
Mar 31, 25
10 FIAM Small Cap Core Composite 989.88K (3.58%) -443.82K
Decreased by -44.84%
Mar 31, 25
11 Fidelity Select Leisure 943.00K (3.41%) 128.30K
Increased by +13.61%
Apr 30, 25
12 Vanguard Total Stock Mkt Idx Inv 921.64K (3.33%) 0.00
Increased by 0.00%
Feb 28, 26
13 iShares Russell 2000 ETF 736.48K (2.66%) 269.30K
Increased by +36.57%
Feb 28, 26
14 Old Westbury Small & Mid Cap Strategies 713.61K (2.58%) -171.39K
Decreased by -24.02%
Jul 31, 24
15 Neuberger Berman Long Short Instl 703.77K (2.54%) 0.00
Increased by 0.00%
Oct 31, 24
16 Scotia Wealth Quant Glbl Sm Cp Eq Pl KM 678.31K (2.45%) 4.72K
Increased by +0.70%
Jan 31, 26
17 MFS VIT New Discovery Init 616.94K (2.23%) 0.00
Increased by 0.00%
Oct 31, 24
18 Federated Hermes Kaufmann Small Cap A 565.00K (2.04%) -795.00K
Decreased by -140.71%
Jun 30, 24
19 Federated Hermes Kaufmann Small Cap Grow 565.00K (2.04%) -795.00K
Decreased by -140.71%
Jun 30, 24
20 Buffalo Small Cap 555.46K (2.01%) 0.00
Increased by 0.00%
Sep 30, 23